What is Account View?
Access to a timely, accurate snapshot of your portfolio. You can view portfolio values, account balances, statements, deposits, withdrawals, and investment returns.
Getting Started
- Request Access from your Financial Advisor
- You will receive an email from LPL Financial: Account Notification with a link to activate your new Account View profile.
- Verify your identity with personal information to activate your profile and set up a password.
- You’re redirected via web where you’ll enter a one-time code sent to your registered phone for initial log in.
- If you prefer to access via an app on your phone, download the app from the App Store or Google Play by searching for LPL Account View.
